U.S. Capital Wealth Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1808915 AUSTIN, TX

Position in CVS

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$1,004,689

-$159,601 QoQ

Shares Held

13,989

-4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Healthcare · as of Mar 31, 2026

U.S. Capital Wealth Advisors, LLC holds $26,724,260 across 6 Healthcare Plans names. CVS ranks #3 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	81,700	$22,107,203
2	CI	Cigna Group	6,710	$1,789,892
3	CVS	CVS HEALTH Corp This page	13,989	$1,004,689
4	HUM	Humana Inc	3,768	$653,333
5	OSCR	Oscar Health, Inc.	51,012	$585,107
6	ELV	Elevance Health, Inc.	1,995	$584,036

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,004,689	13,989	-4.6%	Shares	Sole	2026-04-07
2025-12-31	$1,164,290	14,671	+0.7%	Shares	Sole	2026-01-23
2025-09-30	$1,098,206	14,567	+10.7%	Shares	Sole	2025-10-09
2025-06-30	$907,431	13,155	+3.1%	Shares	Sole	2025-07-14
2025-03-31	$864,151	12,755	+1.2%	Shares	Sole	2025-04-29
2024-12-31	$565,973	12,608	-84.5%	Shares	Sole	2025-01-24
2024-09-30	$5,111,766	81,294	-1.9%	Shares	Sole	2024-10-22
2024-06-30	$4,894,420	82,872	+2.2%	Shares	Sole	2024-07-11
2024-03-31	$6,469,732	81,115	+0.9%	Shares	Sole	2024-05-10
2023-12-31	$6,348,936	80,407	+682.9%	Shares	Sole	2024-02-06
2023-09-30	$717,051	10,270	-15.6%	Shares	Sole	2023-10-19
2023-06-30	$841,104	12,167	-65.3%	Shares	Sole	2023-08-04
2023-03-31	$2,604,639	35,051	+21.2%	Shares	Sole	2023-05-11
2022-12-31	$2,696,079	28,931	+3.1%	Shares	Sole	2023-02-03
2022-09-30	$2,677,035	28,070	-3.5%	Shares	Sole	2022-11-01
2022-06-30	$2,694,552	29,080	-69.7%	Shares	Sole	2022-08-12
2022-03-31	$9,720,309	96,041	-18.1%	Shares	Sole	2022-05-12
2021-12-31	$12,100,461	117,298	-2.7%	Shares	Sole	2022-01-21
2021-09-30	$10,232,333	120,579	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.